Certified Financial Planner

Talentwealth; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

TalentWealth Recruiting’s client in Atlanta, a well-established independent firm with over $550M in assets, seeks a CFP to join as Relationship Manager and oversee a segment of existing clients. Focus on planning and relationship management, not asset gathering.

The Relationship Manager/CFP works with the advisory team on wealth management, develops and presents financial plans, attends meetings, and deepens client relationships. Bachelor’s degree and FINRA licenses required.

Qualifications

• Bachelor’s degree or higher.
• FINRA Series 7 and 66 (or 65/63) licenses.
• Experience with goals-based planning software (eMoney, MoneyGuidePro).
• Strong communication and listening skills.
• Ability to explain sophisticated financial concepts clearly.

Responsibilities

• Develop financial plans and present them to clients.
• Attend client meetings and support senior advisors.
• Assist in evaluating client financial strategies and decisions.
• Prepare planning and investment reports for meetings.
• Deepen client relationships and manage onboarding processes.

Skills

Interpersonal skills

Communication skills

Presentation skills

Listening skills

Problem-solving

Detail-oriented

Organized

Self-starter

Team player

Collaborative

Education

Bachelor’s degree or higher

FINRA Series 7, 66 (or 65, 63)

Tools

eMoney

MoneyGuidePro

Job description

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Atlanta is a well-established independent firm managing over 550M in client assets and looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering.

Job Summary:

The Relationship Manager/CFP works with the firm's principal advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and developing, presenting, and overseeing the implementation of financial plans. The Relationship Manager/CFP is not expected to create new client introductions, however, the Relationship Manager/CFP is responsible for demonstrating how potential clients can benefit from working with the firm, directing the planning and onboarding processes, and deepening the client relationship.

Essential Duties and Responsibilities:

The following duties generally represent the nature and level of work assigned:

• Prepare financial planning, asset allocation, and investment performance reports for client meetings
• Support the Senior Advisors in creating and assembling materials for client meetings
• Attend client meetings
• Assist in the execution of client recommendations
• Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
• Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
• Manage workflow and prioritize projects
• The Relationship Manager will immediately begin work in the following areas:
• Investment strategies
• Asset allocation
• Cash flow strategies
• Tax planning
• Insurance Strategies
• Charitable giving
• Financial and portfolio reporting

Qualifications:

• Bachelor’s degree or higher
• FINRA series 7, 66 (or 65,63)
• Experience with goals-based planning software (ex.. eMoney, MoneGuidePro)
• Excellent interpersonal, communication, presentation, and listening skills
• Ability to understand and explain sophisticated financial concepts and issues
• Strong problem-solving skills
• Detail-oriented, accurate, organized, able to set priorities, self-starter
• Financial planning/wealth management acumen, judgment, and experience
• Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment
• Proficiency with Word, Excel, and PowerPoint